The 45th Annual Carter Investment Conference

October 17, 2024
4:00 p.m. to 8:30 p.m.

Communities Foundation of Texas
5500 Caruth Haven Ln.
Dallas, TX 75225

Virtual Conference Zoom link will be sent after registration.

Join the Carter Team and a distinguished group of economic and financial professionals for in-depth updates on the domestic economy, global political and economic forces, the energy sector, and more. This event will include hors d’oeuvres and cocktails.

Agenda:

• Registration 3:30 p.m.
• Spotlight on Cybersecurity with Charles “Chuck” Sapp
  4:00 to 4:45 p.m.
  How can you remain vigilant about the ever-evolving digital landscape?
  What steps do you need to take to stay well informed and as safe as possible while online?
• Spotlight on Fixed Income/Interest Rates with John Lagowski, CFA
  4:45 to 5:30 p.m.
  What steps does the Federal Reserve take post September rate cut?
  How will this affect your portfolio and specifically Fixed Income investments?
• Break 5:30 to 5:45 p.m.
• Spotlight on Equity Perspectives with Chris Morahan, CFA
  5:45 to 6:30 p.m.
  How are current economic factors affecting the equity markets?
  What potential market opportunities are there for you as an investor?
  
• CFM Panel
  6:30 to 7:00 p.m.
  Carter Financial advisors will answer your questions, discuss the economy and markets, and let you know what we think might be ahead.
• Wrap-Up 7:00 to 7:15 p.m.
• Cocktail Hour 7:15 to 8:30 p.m.

Speakers

Charles ‘Chuck” Sapp

Security Awareness Specialist at Raymond James

Chuck serves as the Raymond James Security Awareness Specialist and is deeply committed to raising cyber threat awareness and fostering a culture of proactive defense. With a unique blend of expertise and passion, he educates individuals and teams on the ever-evolving digital landscape, ensuring they remain vigilant and informed. Through his dynamic approach, Chuck makes cybersecurity understanding accessible to everyone.

Chuck spent 14 years in the military, 4 in the United States Marine Corps, and 10 in the U.S. Army. Outside of cyber, he enjoys spending time with his wife Rebecca and two children, Cooper and Olivia.

John Lagowski, CFA

Portfolio Co-Manager and Senior Research Analyst at Eagle Asset Management

John Lagowski, CFA, is a Portfolio Co-Manager of the Eagle Vertical Income Portfolio (VIP) and Senior Research Analyst for the Eagle Fixed Income team. He provides coverage of corporate securities across various sectors. Lagowski is also involved in the team’s macroeconomic research process.

Lagowski has 17 years of investment industry experience. Prior to joining Eagle Asset Management in 2015, he held several positions at Raymond James Financial, including as a Senior Analyst in the Financial Services Investment Banking group and in the Closed-End Fund Research Department.

Lagowski graduated magna cum laude from Elon University where he earned a Bachelor of Science in business administration with a concentration in finance and a minor in accounting. He also is a CFA charterholder.

Chris Morahan, CFA

Managing Director, Eaton Vance Distributors, part of Morgan Stanley Investment

Chris is a managing director for Eaton Vance Distributors, part of Morgan Stanley Investment Management (MSIM). He is director of product and portfolio strategy for U.S. equity mandates and an institutional portfolio manager for Eaton Vance’s broad suite of equity strategies including growth and small-cap strategies. He is responsible for client and internal communications and insights on investment strategy and portfolio positioning. He joined Eaton Vance in 2016. Morgan Stanley acquired Eaton Vance in March 2021.

Chris began his career in the investment management industry in 1999. Before joining Eaton Vance, he was an equity product strategist covering large-cap value at BlackRock.

He previously covered large-cap growth, small-cap growth and value at BlackRock. Chris earned a B.A. in economics, with highest honors, from The College of William and Mary. He is a CFA charterholder and member of CFA Society Boston. He holds Series 7, 63 and 24 FINRA licenses.

Questions?
info@carterwealth.com